Latest Institutional Transactions on Walt Disney CO (DIS)
This table provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-380- 1.01% |
$36.8K - $43.3K
|
37.1K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
466+ 3.33% |
$45.1K - $53.1K
|
14.5K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1+ 0.17% |
$96.9 - $114
|
576
$69.5K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.84K- 10.7% |
$275K - $323K
|
23.7K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.11K- 27.84% |
$108K - $127K
|
2.89K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 1.27% |
$100K - $118K
|
83K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1K+ 26.69% |
$97K - $114K
|
4.75K
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
608+ 11.0% |
$58.9K - $69.3K
|
6.13K
$740K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-124- 3.72% |
$12K - $14.1K
|
3.21K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-45- 0.67% |
$4.36K - $5.13K
|
6.69K
$807K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-116- 4.76% |
$11.2K - $13.2K
|
2.32K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
30+ 1.57% |
$2.91K - $3.42K
|
1.94K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-415- 3.26% |
$40.2K - $47.3K
|
12.3K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 7.21% |
$145K - $171K
|
19.3K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.23K- 6.49% |
$700K - $824K
|
104K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
119K+ 41.22% |
$11.5M - $13.6M
|
408K
$49.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$872 - $1.03K
|
9.68K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.09K- 2.18% |
$105K - $124K
|
48.6K
$5.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-192- 4.77% |
$18.6K - $21.9K
|
3.84K
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
2.1KNew |
$203K - $239K
|
2.1K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
111K+ 79.55% |
$10.8M - $12.7M
|
251K
$30.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
267+ 11.64% |
$25.9K - $30.4K
|
2.56K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-223- 4.26% |
$21.6K - $25.4K
|
5.01K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.69K- 8.08% |
$261K - $307K
|
30.6K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
340+ 1.76% |
$32.9K - $38.8K
|
19.7K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-839- 18.6% |
$81.3K - $95.6K
|
3.67K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.52K+ 20.84% |
$244K - $288K
|
14.6K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.49K+ 4.98% |
$144K - $170K
|
31.4K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-173- 0.93% |
$16.8K - $19.7K
|
18.4K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-17- 0.45% |
$1.65K - $1.94K
|
3.75K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.16K+ 15.52% |
$112K - $132K
|
8.64K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
48+ 3.43% |
$4.65K - $5.47K
|
1.45K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
394+ 7.0% |
$38.2K - $44.9K
|
6.02K
$726K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
383+ 4.4% |
$37.1K - $43.7K
|
9.09K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
SELL
|
- |
-125K- 23.35% |
$12.1M - $14.3M
|
411K
$49.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-160- 0.24% |
$15.5K - $18.2K
|
67.3K
$8.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
120+ 0.12% |
$11.6K - $13.7K
|
98K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-12.1K- 9.15% |
$1.17M - $1.38M
|
120K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
16.9K+ 3.51% |
$1.63M - $1.92M
|
497K
$59.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
328+ 14.12% |
$31.8K - $37.4K
|
2.65K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.04K- 4.22% |
$198K - $233K
|
46.3K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.93K+ 65.07% |
$284K - $334K
|
7.44K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-20- 0.88% |
$1.94K - $2.28K
|
2.26K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-374- 0.76% |
$36.2K - $42.6K
|
48.6K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2K- 25.74% |
$194K - $228K
|
5.78K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-474- 4.44% |
$45.9K - $54K
|
10.2K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.49% |
$678 - $798
|
1.44K
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-564- 13.92% |
$54.6K - $64.3K
|
3.49K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
324+ 0.84% |
$31.4K - $36.9K
|
38.7K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.03K+ 4.12% |
$294K - $345K
|
76.6K
$9.23M
|